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features
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support

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Description

409A.io offers a cloud-based valuation service tailored for pre-seed to Series A startups, enabling companies to submit their cap tables and necessary documentation via a user-friendly self-service process. This service generates a report that determines the fair market value of common stock intended for equity compensation, utilizing AI-enhanced analysis while ensuring that each report is vetted by a valuation expert before it is sent out. Once all required documents are submitted, the first report is typically available within 48 hours. The subscription package encompasses the initial report, requests for updates throughout the subscription duration, auditor assistance, and deliverables that are ready for audits. Users can either upload cap tables as CSV files or manually input the information. This service is specifically crafted for early-stage firms that have conventional capital structures, while those with more intricate valuation requirements can seek support through MELD Valuation’s distinct offerings. The monthly fee is set at $99, with a commitment to a minimum of 12 months. Additionally, the platform streamlines the valuation process, making it a valuable resource for startups navigating equity compensation challenges.

Description

Fidelity Private Shares serves as a comprehensive equity management platform that streamlines essential functions for private enterprises, covering everything from the initial incorporation to fundraising, governance, and eventual exits. This innovative platform features a real-time cap table and stock ledger, as well as tools for forecasting future funding rounds and exits, alongside automated processes for equity issuances, human resources, and board activities, all housed within a secure data room that allows for document storage and sharing with tailored permissions. Companies utilizing this platform can easily allocate equity to employees, produce ASC 718 reports, oversee 83(b) elections, handle board and shareholder approvals, and automate the creation of legal documents for financing rounds, all within a single collaborative environment. Furthermore, for investors and funds, it enhances portfolio management by offering analytics related to internal rate of return (IRR) and cash-on-cash returns, exit scenario projections, valuation histories, and direct access to the documents of underlying companies, thereby ensuring an all-encompassing approach to equity management. With its suite of robust features, Fidelity Private Shares empowers companies and investors alike to navigate the complexities of equity management with greater ease and efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$99/month
$99 per month, billed monthly, with a 12-month minimum term. Includes the initial valuation report and updates upon request during the term.
Free Trial No 
Free Version No 

Pricing Details

$400 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Meld Valuation LLC

Country

United States

Website

www.409a.io

Vendor Details

Company Name

Fidelity Private Shares

Country

United States

Website

www.fidelityprivateshares.com

Product Features

Product Features

Equity Management

Cap Table Management No 
Deal Management No 
Document Storage No 
ESOP Management No 
Financial Modeling No 
Options Management No 
Participant Portal No 
Portfolio Management No 
Private Equity No 
Public Equity No 
VSOP Management No 
Valuation Management No 
Vesting Management No 

Alternatives

Alternatives

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